Don’t let these too common Estate Planning excuses stand in your way
Reasons to Create an Estate Plan To make sure your assets go to the right beneficiaries Without an estate plan, your assets may be funneled through the probate process, which means that you won’t be assured that your boat went to your son or that your daughter was given the money she needed to attend […]
Will Estate Planning Checklist
Planning in general is very important as many vital things are sure to be missing or forgotten in the midst of other activities. This is why using a checklist can be of great benefit as it makes sure that everything is in other and is properly done as at when due. A checklist is like […]
What is Estate Planning
Seems like many people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than they do to estate planning—deciding who will inherit their assets after they’re gone. It may not be as fun to think about as booking a trip or checking out restaurant […]
Eight Estate Planning Strategies in a COVID-19 World
At its outbreak, the Coronavirus pandemic sent everyone into panic mode and literally everyone who had no plans began to initiate ways of securing theirs and the future of their loved ones. Estate planning can be complicated; it is not one of those basic DIY tasks. If you fail to make a good estate plan, […]
What is the Best Long-Term Care Insurance Policy?
Over half of all 65-years-olds will require long-term care at some stages in their life. Long-term care needs often last for two years or more and can be very expensive. If you aren’t financially buoyant, long-term care expenses can leave you broke. You or an elderly loved one may require long-term care after a severe […]
Importance of Estate Planning
An estate plan is one of the most important plans you’ll make while alive. However, a lot of people ignore this plan for one reason or another. To ensure that you take this plan seriously, we have outlined some of its importance. But before we delve into that, let’s consider what estate planning is. What […]
Remarried after having kids? Here are tips to avoid accidentally disinheriting them
If you have remarried after a divorce and hope to transfer some of your assets to kids from a previous marriage, don’t ignore the importance of planning for when you pass away. A lot of individuals lack even a simple will and the stakes can be higher if you don’t plan your estate when you […]
Who is an Estate Planning Attorney?
Have you finally decided to create an estate plan but you don’t know how to hire an estate planning attorney or a trust attorney for your trust? Hiring an estate planning or trust attorney doesn’t have to be difficult if you know the right questions to ask. These questions will give you an insight into […]
Reverse Mortgages in New York (2025-2026 Guide): The Pros, The Cons, and The Estate Planning Dangers
The Pros, The Cons, and The Estate Planning Dangers If you are a homeowner in New York over the age of 62, you have likely seen the commercials. A celebrity spokesperson promises a way to “live tax-free” in your home, pay off your debts, and enjoy your retirement by unlocking your home’s equity. This product […]
The 7 Essential Documents Every Nassau & Suffolk Homeowner Needs
The 2025 Long Island Estate Planning Checklist: The 7 Essential Documents Every Nassau & Suffolk Homeowner Needs If you own a home in Long Island—whether it’s a colonial in Garden City, a condo in Melville, or a beach house in the Hamptons—you have “an estate.” And if you are searching for the “most important documents” […]